MEANS INVESTMENT CO., INC.
Legal name: MEANS WEALTH MANAGEMENT
CRD #2748 SEC #801-80992 BANGOR, ME 1-207-947-6763
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.1B
Employees
22
Clients
--
Accounts
3,302
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.3B | $1.1B | $157.5M | 22 | 0 |
| Aug 2025 | $1.3B | $1.1B | $157.5M | 22 | 0 |
| May 2025 | $1.3B | $1.1B | $157.5M | 22 | 0 |
| Mar 2025 | $1.3B | $1.1B | $157.5M | 22 | 0 |
| Sep 2024 | $977M | $876M | $101M | 21 | 0 |
| Aug 2024 | $977M | $876M | $101M | 21 | 0 |
| Jul 2024 | $977M | $876M | $101M | 20 | 0 |
| Jun 2024 | $977M | $876M | $101M | 20 | 0 |
| Mar 2024 | $977M | $876M | $101M | 20 | 0 |
| Jan 2024 | $743.8M | $665.1M | $78.7M | 20 | 0 |
| Sep 2023 | $743.8M | $665.1M | $78.7M | 19 | 0 |
| Jul 2023 | $743.8M | $665.1M | $78.7M | 19 | 0 |
| May 2023 | $743.8M | $665.1M | $78.7M | 19 | 0 |
| Mar 2023 | $743.8M | $665.1M | $78.7M | 19 | 0 |
| Nov 2022 | $860.3M | $744M | $116.3M | 18 | 2 |
| Sep 2022 | $860.3M | $744M | $116.3M | 18 | 2 |
| Jul 2022 | $860.3M | $744M | $116.3M | 16 | 2 |
| Jun 2022 | $860.3M | $744M | $116.3M | 16 | 2 |
| May 2022 | $860.3M | $744M | $116.3M | 17 | 2 |
| May 2022 | $860.3M | $744M | $116.3M | 17 | 2 |
| May 2022 | $860.3M | $744M | $116.3M | 17 | 2 |
| Mar 2022 | $860.3M | $744M | $116.3M | 17 | 2 |
| Jan 2022 | $673.9M | $502.2M | $171.7M | 16 | 2 |
| Nov 2021 | $673.9M | $502.2M | $171.7M | 14 | 2 |
| Oct 2021 | $673.9M | $502.2M | $171.7M | 14 | 2 |
| Apr 2021 | $673.9M | $502.2M | $171.7M | 14 | 2 |
| Apr 2021 | $673.9M | $502.2M | $171.7M | 14 | 2 |
| Mar 2021 | $673.9M | $502.2M | $171.7M | 14 | 2 |
| Mar 2021 | $425.2M | $373.6M | $51.6M | 14 | 0 |
| Feb 2021 | $425.2M | $373.6M | $51.6M | 14 | 0 |
| Aug 2020 | $425.2M | $373.6M | $51.6M | 14 | 0 |
| Jun 2020 | $425.2M | $373.6M | $51.6M | 14 | 0 |
| May 2020 | $425.2M | $373.6M | $51.6M | 15 | 0 |
| May 2020 | $425.2M | $373.6M | $51.6M | 15 | 0 |
| Apr 2020 | $425.2M | $373.6M | $51.6M | 15 | 0 |
| Mar 2020 | $425.2M | $373.6M | $51.6M | 15 | 0 |
| Jun 2019 | $430.1M | $403.4M | $26.7M | 12 | 0 |
| Mar 2019 | $366M | $342.3M | $23.7M | 10 | 0 |
| Mar 2019 | $366M | $342.3M | $23.7M | 10 | 0 |
| Mar 2018 | $297.9M | $297.9M | $0 | 10 | 0 |
| Mar 2017 | $213.5M | $213.5M | $0 | 8 | 350 |
| Jan 2017 | $213.5M | $213.5M | $0 | 8 | 350 |
| Jan 2017 | $213.5M | $213.5M | $0 | 8 | 350 |
| Mar 2016 | $162.5M | $162.5M | $0 | 6 | 350 |
| Feb 2015 | $119.2M | $119.2M | $0 | 5 | 300 |
| Feb 2015 | $119.2M | $119.2M | $0 | 5 | 300 |
DateNov 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$157.5M
Employees22
Clients0
DateAug 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$157.5M
Employees22
Clients0
DateMay 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$157.5M
Employees22
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$157.5M
Employees22
Clients0
DateSep 2024
Total AUM$977M
Discretionary$876M
Non-Disc.$101M
Employees21
Clients0
DateAug 2024
Total AUM$977M
Discretionary$876M
Non-Disc.$101M
Employees21
Clients0
DateJul 2024
Total AUM$977M
Discretionary$876M
Non-Disc.$101M
Employees20
Clients0
DateJun 2024
Total AUM$977M
Discretionary$876M
Non-Disc.$101M
Employees20
Clients0
DateMar 2024
Total AUM$977M
Discretionary$876M
Non-Disc.$101M
Employees20
Clients0
DateJan 2024
Total AUM$743.8M
Discretionary$665.1M
Non-Disc.$78.7M
Employees20
Clients0
DateSep 2023
Total AUM$743.8M
Discretionary$665.1M
Non-Disc.$78.7M
Employees19
Clients0
DateJul 2023
Total AUM$743.8M
Discretionary$665.1M
Non-Disc.$78.7M
Employees19
Clients0
DateMay 2023
Total AUM$743.8M
Discretionary$665.1M
Non-Disc.$78.7M
Employees19
Clients0
DateMar 2023
Total AUM$743.8M
Discretionary$665.1M
Non-Disc.$78.7M
Employees19
Clients0
DateNov 2022
Total AUM$860.3M
Discretionary$744M
Non-Disc.$116.3M
Employees18
Clients2
DateSep 2022
Total AUM$860.3M
Discretionary$744M
Non-Disc.$116.3M
Employees18
Clients2
DateJul 2022
Total AUM$860.3M
Discretionary$744M
Non-Disc.$116.3M
Employees16
Clients2
DateJun 2022
Total AUM$860.3M
Discretionary$744M
Non-Disc.$116.3M
Employees16
Clients2
DateMay 2022
Total AUM$860.3M
Discretionary$744M
Non-Disc.$116.3M
Employees17
Clients2
DateMay 2022
Total AUM$860.3M
Discretionary$744M
Non-Disc.$116.3M
Employees17
Clients2
DateMay 2022
Total AUM$860.3M
Discretionary$744M
Non-Disc.$116.3M
Employees17
Clients2
DateMar 2022
Total AUM$860.3M
Discretionary$744M
Non-Disc.$116.3M
Employees17
Clients2
DateJan 2022
Total AUM$673.9M
Discretionary$502.2M
Non-Disc.$171.7M
Employees16
Clients2
DateNov 2021
Total AUM$673.9M
Discretionary$502.2M
Non-Disc.$171.7M
Employees14
Clients2
DateOct 2021
Total AUM$673.9M
Discretionary$502.2M
Non-Disc.$171.7M
Employees14
Clients2
DateApr 2021
Total AUM$673.9M
Discretionary$502.2M
Non-Disc.$171.7M
Employees14
Clients2
DateApr 2021
Total AUM$673.9M
Discretionary$502.2M
Non-Disc.$171.7M
Employees14
Clients2
DateMar 2021
Total AUM$673.9M
Discretionary$502.2M
Non-Disc.$171.7M
Employees14
Clients2
DateMar 2021
Total AUM$425.2M
Discretionary$373.6M
Non-Disc.$51.6M
Employees14
Clients0
DateFeb 2021
Total AUM$425.2M
Discretionary$373.6M
Non-Disc.$51.6M
Employees14
Clients0
DateAug 2020
Total AUM$425.2M
Discretionary$373.6M
Non-Disc.$51.6M
Employees14
Clients0
DateJun 2020
Total AUM$425.2M
Discretionary$373.6M
Non-Disc.$51.6M
Employees14
Clients0
DateMay 2020
Total AUM$425.2M
Discretionary$373.6M
Non-Disc.$51.6M
Employees15
Clients0
DateMay 2020
Total AUM$425.2M
Discretionary$373.6M
Non-Disc.$51.6M
Employees15
Clients0
DateApr 2020
Total AUM$425.2M
Discretionary$373.6M
Non-Disc.$51.6M
Employees15
Clients0
DateMar 2020
Total AUM$425.2M
Discretionary$373.6M
Non-Disc.$51.6M
Employees15
Clients0
DateJun 2019
Total AUM$430.1M
Discretionary$403.4M
Non-Disc.$26.7M
Employees12
Clients0
DateMar 2019
Total AUM$366M
Discretionary$342.3M
Non-Disc.$23.7M
Employees10
Clients0
DateMar 2019
Total AUM$366M
Discretionary$342.3M
Non-Disc.$23.7M
Employees10
Clients0
DateMar 2018
Total AUM$297.9M
Discretionary$297.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees8
Clients350
DateJan 2017
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees8
Clients350
DateJan 2017
Total AUM$213.5M
Discretionary$213.5M
Non-Disc.$0
Employees8
Clients350
DateMar 2016
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees6
Clients350
DateFeb 2015
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees5
Clients300
DateFeb 2015
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees5
Clients300